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GDL

GDL Fund

27 hedge funds and large institutions have $42.7M invested in GDL Fund in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

94% more capital invested

Capital invested by funds: $22M → $42.7M (+$20.6M)

83% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 6

21.99% more ownership

Funds ownership: 22.83%44.81% (+22%)

8% more funds holding

Funds holding: 2527 (+2)

Holders
27
Holders Change
+2
Holders Change %
+8%
% of All Funds
0.36%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
3
Increased
11
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GCIA
1
Gabelli & Co Investment Advisers
New York
$14.8M +$15M +1,846,636 New
Kovitz Investment Group Partners
2
Kovitz Investment Group Partners
Illinois
$6.12M -$53.3K -6,578 -0.9%
IAA
3
Independent Advisor Alliance
North Carolina
$4.92M +$4.97M +613,445 New
GI
4
GAMCO Investors
Connecticut
$3.54M +$1.02M +126,300 +40%
Morgan Stanley
5
Morgan Stanley
New York
$2.13M +$134K +16,493 +7%
ZA
6
Zazove Associates
Nevada
$1.61M
CA
7
Cornerstone Advisors
North Carolina
$1.52M -$90.6K -11,179 -6%
Bank of America
8
Bank of America
North Carolina
$1.46M +$1.6K +197 +0.1%
AA
9
Ancora Advisors
Ohio
$1.4M
NA
10
NewEdge Advisors
Louisiana
$997K +$8.2K +1,012 +0.8%
CL
11
CSS LLC
Illinois
$936K
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$781K +$28.5K +3,519 +4%
PAS
13
Park Avenue Securities
New York
$723K +$54.6K +6,736 +8%
Wells Fargo
14
Wells Fargo
California
$475K +$238K +29,423 +99%
BRWA
15
B. Riley Wealth Advisors
Florida
$398K -$36.1K -4,456 -8%
SA
16
Sanctuary Advisors
Indiana
$187K +$3.34K +412 +2%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$151K -$65.5K -8,086 -30%
ICMP
18
Integrated Capital Management (Pennsylvania)
Pennsylvania
$139K +$1.13K +139 +0.8%
BBPWM
19
Blue Bell Private Wealth Management
Pennsylvania
$102K
PAG
20
Private Advisor Group
New Jersey
$96K -$4.51K -557 -4%
Osaic Holdings
21
Osaic Holdings
Arizona
$91.2K +$75.4K +9,307 +450%
UBS Group
22
UBS Group
Switzerland
$40.2K +$15.3K +1,891 +61%
MSFP
23
Mark Sheptoff Financial Planning
Connecticut
$16K
CFD
24
Creative Financial Designs
Indiana
$13.8K
WAM
25
Wolverine Asset Management
Illinois
$6.05K -$13.4K -1,651 -69%

GDL Hedge Fund Activity: Q4 2024 in Review

27 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in GDL Fund (GDL) for Q4 2024, worth a combined $42.7M — up 94% from $22M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new GDL positions and 1 closed out — a net gain of 2 holders — while 11 added to existing stakes and 6 trimmed.

The largest buyer was Gabelli & Co Investment Advisers, opening a new position worth an estimated $15M. The largest seller was Landscape Capital Management, exiting entirely with an estimated $109K sold.

  • 27 institutional investors held GDL Fund (GDL) as of Q4 2024, up from 25 in Q3 2024.
  • Funds reported $42.7M of GDL Fund stock for Q4 2024, up 94% quarter-over-quarter.
  • 3 funds opened new GDL Fund positions in Q4 2024 and 1 closed out, a net change of +2 holders.
  • The largest GDL Fund buyer in Q4 2024 was Gabelli & Co Investment Advisers, an estimated $15M added.
  • The largest GDL Fund seller in Q4 2024 was Landscape Capital Management, an estimated $109K sold.

Based on aggregated 13F filings for Q4 2024.